AWA
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Arete Wealth Advisors’s AT&T T Stock Holding History

Arete Wealth Advisors’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88M Buy
64,974
+1,744
+3% +$46.6K 0.14% 163
2025
Q4 		$1.57M Buy
63,230
+2,068
+3% +$52.4K 0.1% 207
2025
Q3 		$1.72M Sell
61,162
-30
-0% -$852 0.11% 192
2025
Q2 		$1.77M Buy
61,192
+549
+0.9% +$15.1K 0.13% 170
2025
Q1 		$1.7M Buy
60,643
+1,714
+3% +$43.1K 0.13% 163
2024
Q4 		$1.34M Buy
58,929
+63
+0.1% +$1.42K 0.1% 210
2024
Q3 		$1.29M Sell
58,866
-8,737
-13% -$174K 0.11% 178
2024
Q2 		$1.29M Sell
67,603
-11,926
-15% -$207K 0.11% 188
2024
Q1 		$1.4M Buy
79,529
+2,601
+3% +$44.4K 0.13% 170
2023
Q4 		$1.29M Sell
76,928
-3,065
-4% -$48.4K 0.1% 204
2023
Q3 		$1.2M Sell
79,993
-14,252
-15% -$209K 0.21% 106
2023
Q2 		$1.5M Buy
94,245
+8,991
+11% +$153K 0.13% 157
2023
Q1 		$1.64M Sell
85,254
-543
-0.6% -$10.4K 0.13% 141
2022
Q4 		$1.58B Buy
85,797
+5,683
+7% +$102K 0.14% 132
2022
Q3 		$1.23M Buy
80,114
+26,055
+48% +$474K 0.12% 150
2022
Q2 		$1.13M Sell
54,059
-8,258
-13% -$165K 0.11% 135
2022
Q1 		$1.11M Buy
62,317
+1,308
+2% +$24.2K 0.09% 168
2021
Q4 		$1.17M Sell
61,009
-2,383
-4% -$44.5K 0.1% 170
2021
Q3 		$1.29M Sell
63,392
-766
-1% -$16.1K 0.14% 140
2021
Q2 		$1.22M Sell
64,158
-699
-1% -$15.9K 0.17% 115
2021
Q1 		$1.48M Sell
64,857
-941
-1% -$20.8K 0.19% 114
2020
Q4 		$1.44M Buy
65,798
+5,308
+9% +$114K 0.2% 107
2020
Q3 		$1.31M Sell
60,490
-27,674
-31% -$618K 0.2% 121
2020
Q2 		$2.01M Sell
88,164
-18,410
-17% -$419K 0.35% 74
2020
Q1 		$2.34M Sell
106,574
-6,061
-5% -$166K 0.46% 47
2019
Q4 		$3.32M Sell
112,635
-17,130
-13% -$495K 0.58% 37
2019
Q3 		$3.71M Sell
129,765
-3,020
-2% -$80K 0.71% 25
2019
Q2 		$3.36M Buy
132,785
+30,580
+30% +$733K 0.65% 29
2019
Q1 		$2.42M Sell
102,205
-3,330
-3% -$76.6K 0.51% 52
2018
Q4 		$2.27M Sell
105,535
-27,744
-21% -$646K 0.55% 51
2018
Q3 		$3.38M Sell
133,279
-1,133
-0.8% -$27.8K 0.75% 28
2018
Q2 		$3.26M Buy
134,412
+87,374
+186% +$2.19M 0.78% 26
2018
Q1 		$1.26M Buy
47,038
+2,340
+5% +$65.1K 0.42% 49
2017
Q4 		$1.31M Buy
44,698
+23,215
+108% +$634K 0.43% 53
2017
Q3 		$636K Buy
21,483
+318
+2% +$9.03K 0.25% 125
2017
Q2 		$603K Buy
21,165
+3,634
+21% +$107K 0.28% 101
2017
Q1 		$550K Buy
17,531
+279
+2% +$8.78K 0.24% 93
2016
Q4 		$554K Buy
17,252
+449
+3% +$13.2K 0.26% 87
2016
Q3 		$515K Buy
16,803
+3,392
+25% +$107K 0.3% 81
2016
Q2 		$438K Sell
13,411
-1,608
-11% -$47.9K 0.28% 77
2016
Q1 		$444K Buy
15,019
+640
+4% +$17.7K 0.27% 71
2015
Q4 		$374K Buy
14,379
+1,050
+8% +$26.6K 0.23% 77
2015
Q3 		$328K Buy
13,329
+1,348
+11% +$34.4K 0.26% 82
2015
Q2 		$321K Sell
11,981
-106
-0.9% -$2.74K 0.22% 100
2015
Q1 		$298K Sell
12,087
-295
-2% -$7.5K 0.19% 107
2014
Q4 		$314K Buy
12,382
+702
+6% +$18.2K 0.22% 96
2014
Q3 		$311K Sell
11,680
-412
-3% -$11K 0.23% 91
2014
Q2 		$323K Sell
12,092
-1,237
-9% -$33.1K 0.25% 85
2014
Q1 		$353K Sell
13,329
-75
-0.6% -$1.88K 0.33% 70
2013
Q4 		$356K Buy
+13,404
New +$353K 0.35% 66

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's T Position: Q1 2026 in Review

Arete Wealth Advisors increased its AT&T (T) stake by 2.8% in Q1 2026, buying an estimated $46.6K and bringing the position to 64,974 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #163.

Arete Wealth Advisors first reported a position in T in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.58B in Q4 2022. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Arete Wealth Advisors held 64,974 shares of AT&T worth $1.88M as of Q1 2026.
  • Arete Wealth Advisors bought 1,744 AT&T shares in Q1 2026, an estimated $46.6K.
  • AT&T made up 0.14% of Arete Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • Arete Wealth Advisors first reported a position in AT&T in Q4 2013 and has held it in 50 quarters since.
  • Arete Wealth Advisors's AT&T position peaked at $1.58B in Q4 2022.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.